Episode 32: Planning for Retirement – A Real Conversation About Finances, Lifestyle & Real Estate

Retirement—it’s one of the biggest transitions in life, and for many, it comes with a mix of excitement, uncertainty, and big decisions. In Episode 32 of Real Estate Tips with S&L, hosts Lana Kopsala and guest host, Ivanna Bellorado sit down for a thoughtful and empowering conversation about how to plan for retirement—financially, emotionally, and logistically.

They’re joined by Lynn Toomey, a trusted financial advisor who brings years of experience helping clients navigate their path to a secure and fulfilling retirement.

🏡 Where to Start When Planning Retirement:

• Whether you’re decades away or already thinking about the next chapter, Lynn shares how small decisions now can make a big impact later.
• The Role of Real Estate in Retirement: Lana and Ivanna break down the options—downsizing, relocating, investing in income properties—and how real estate can be a key financial tool when done strategically.
• Avoiding Common Pitfalls: From underestimating expenses to not having a solid plan, Lynn shares what to watch out for and how to stay on track.
• Balancing Money with Meaning: Retirement isn’t just a financial decision—it’s deeply personal. This episode explores how to align your goals, values, and lifestyle for a meaningful next phase.

💬 This episode is perfect for anyone who is:

• Thinking about retirement and wants to feel more prepared.
• Exploring real estate decisions tied to aging or life changes.
• Curious about what it takes—financially and emotionally—to create a confident future.

Whether you're looking to retire in 2 years or 20, this honest and insightful episode is full of practical advice, relatable stories, and the kind of encouragement we all need when facing big life changes.

👉 Listen to the full episode here: